PWM
D icon

Pines Wealth Management’s Dominion Energy D Stock Holding History

Pines Wealth Management’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$263K Sell
3,844
-1,900
-33% -$124K 0.08% 195
2026
Q1 		$355K Buy
5,744
+930
+19% +$57.4K 0.11% 157
2025
Q4 		$282K Buy
4,814
+221
+5% +$13.3K 0.09% 181
2025
Q3 		$281K Buy
4,593
+637
+16% +$37.9K 0.09% 188
2025
Q2 		$225K Buy
+3,956
New +$217K 0.08% 210

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Pines Wealth Management's D Position: Q2 2026 in Review

Pines Wealth Management reduced its Dominion Energy (D) stake by 33% in Q2 2026, selling an estimated $124K and leaving 3,844 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #195.

Pines Wealth Management first reported a position in D in Q2 2025 and has held it in 5 quarters since. The position peaked at $355K in Q1 2026. 399 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Pines Wealth Management held 3,844 shares of Dominion Energy worth $263K as of Q2 2026.
  • Pines Wealth Management sold 1,900 Dominion Energy shares in Q2 2026, an estimated $124K.
  • Dominion Energy made up 0.08% of Pines Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Pines Wealth Management first reported a position in Dominion Energy in Q2 2025 and has held it in 5 quarters since.
  • Pines Wealth Management's Dominion Energy position peaked at $355K in Q1 2026.
  • 399 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.